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CFP

Daniel Barfield

Advisor Resource Council
30 Years of Experience
Oxford, MS
Sells Insurance
View SEC Summary
View SEC Summary

Daniel Barfield is a CFP-designated registered investment advisor at Advisor Resource Council, based in Oxford, MS, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.

Advisor Resource Council
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
11,836 clients
Average Client Portfolio
$295K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1300 Access Road, Suite 200, Oxford, MS, 38655

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is an officer at a CPA firm, owner of multiple real estate investment companies, and owner of Barfield Wealth Management and Active Employee Benefits, both insurance-related businesses. He is also a private wealth advisor and council member for Council Family Office and a passive investor in The Scout Guide.

Employment History
Current Registrations
Advisor Resource Council
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Barfield Wealth Management
July 2014 - September 2019 · 5 yrs 2 mos
Next Financial Group, INC.Broker
February 2009 - August 2019 · 10 yrs 6 mos
Next Financial Group, INC.
February 2009 - July 2014 · 5 yrs 5 mos
H.D. Vest Advisory Services, INC
September 2001 - February 2009 · 7 yrs 5 mos
H.D. Vest Investment ServicesBroker
May 2000 - February 2009 · 8 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 1999 - April 2000 · 6 mos
H.D. Vest Investment Securities, INC.Broker
August 1996 - October 1999 · 3 yrs 2 mos
State Registrations1 state
MS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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